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Technology Stocks : VISIO Corp (VSIO): Big ISO 9000 Play -- Ignore unavailable to you. Want to Upgrade?

To: Dan Spillane who wrote (321)	1/21/1999 2:46:00 PM
From: Robert G. Harrell	Read Replies (2) \| Respond to of 522

Dan, I'm on the last question in the CC. and I haven't heard anything to justify this haircut. They seem to be projecting a temporary slow down in their growth rate from 40% to 30% for 2 quarters with sales picking back up with a new product cycle in Q4. Basically, they seemed very bullish about the future and if anything were being over cautious in lowering projections for the next 2 quarters. I taped it and will review some parts. The Merril questions were very near the end. I can't see anything to justify a P/E less than 30 which should support a price of 41 even at Merril's lowered estimate. Hopefully tomorrow investors will reconsider the price and buy. I'm anxious to hear your analysis of the CC. Here is Market Watch's take: cbs.marketwatch.com Congratulations to all who got out a few days ago. Bob PS. Yesterday I took a nap with the NASDAQ up about 60 and awoke to find it had lost much of its gain. Maybe if I take a nap now with it down about 60 it will reverse again.